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How Have Cisco’s Prospects Changed Post-Q3 Results?

by Trefis Team
Cisco (NASDAQ:CSCO) reported its Q1 results on Wednesday post-market, beating consensus expectations for revenue and EPS. The company’s growth continued to be broad-based with 9% y-o-y growth in product revenue. As we noted earlier, Cisco has bee...
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What’s Volkswagen’s Fundamental Value Based On 2018 Expected Results

by Trefis Team
Volkswagen AG ADR (OTCMKTS: VWAGY) released its third quarter results and conducted a road show with Bernstein in London on November 6th, 2018. The company has increased the delivery to customers by 4.2% y-o-y in the first nine months, despite th...
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Here’s What Will Drive Intel’s Near Term Earnings Growth

by Trefis Team
Intel  (NASDAQ:INTC) is seeing strong growth in its Data Center business, and we expect it to drive the company’s near term earnings growth. The strong demand for high performance products, such as Xeon Scalable, has aided the segment growt...
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What’s The Outlook Like For Schlumberger In International Markets?

by Trefis Team
Schlumberger   (NYSE:SLB), the largest oilfield services company, posted a relatively mixed performance over the last quarter, as the North American market – which is the biggest driver of Schlumberger’s growth – has faced some ...
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Is BlackRock Losing Its Edge In The ETF Industry?

by Trefis Team
The global exchange-traded funds (ETF) industry nudged lower in size over the third quarter of 2018 despite a strong inflow of assets around the world due to currency headwinds from a strengthening U.S. dollar over the period. As a result, total ...
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Why We Reduced Our Price Estimate For GreenSky To $16

by Trefis Team
GreenSky (NASDAQ:GSKY) saw its shares tank more than 35% early last week despite reporting a strong performance for the third quarter, as the FinTech company lowered its guidance for full-year 2018 due to industry headwinds . The company attribut...
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What To Expect From Target’s Q3

by Trefis Team
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Key Takeaways and Trends from Revlon’s Q3 Earnings Release

by Trefis Team
Revlon  (NYSE: REV)  reported its Q3 earnings  recently, where its top line posted a slightly decline of 1.7% in net sales to $655.4 million, compared to $666.5 million during the prior-year period. On a constant currency basis, net sales were sl...
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Expect Ryzen And EPYC To Drive AMD’s Future Earnings Growth

by Trefis Team
AMD  (NYSE:AMD)  has seen a strong jump in revenues in the recent quarters, led by higher sales of its Ryzen and Radeon products, along with EPYC processors. Ryzen processors are gaining popularity due to their competitive power at a relatively l...
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Despite A Good Quarter, Home Depot’s Stock Declines After Weak Guidance

by Trefis Team
Home Depot  (NYSE:HD) beat consensus expectations on both sales and earnings, with the metrics improving to $26.3 billion and $2.51 per share. The revenue increase has been driven by strength in the housing market and growth in its digital segmen...
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How Long Is Demand Weakness Likely To Affect Western Digital?

by Trefis Team
Western Digital  (NASDAQ: WDC) expects the weakness seen in Q1 to spill over to the next fiscal quarter on the back of industry and geopolitical challenges. Despite the underlying strong demand for storage, there will likely be some intermittent ...
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What Is Hyatt Hotels’ Near-Term Outlook?

by Trefis Team
The hospitality space has been disrupted by the rise of digital business models aimed at enabling a better demand-supply match. While Hyatt Hotels  (NYSE: H) is a leader in the luxury market, the company realizes that it is important to strengthe...
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A Look At Unilever’s Valuation

by Trefis Team
Unilever ‘s (NYSE: UL) turnover revenues decreased 5% year-over-year (y-o-y) in the first nine months of fiscal 2018, primarily due to a negative currency impact of 8.1% and a net impact from the disposal of the spreads business to KKR. The...
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What To Expect From Cisco’s Q1 Results

by Trefis Team
Cisco (NASDAQ:CSCO) is scheduled to report its fiscal Q1 earnings after the market closes on Wednesday, November 14. The company reported broad-based growth in Q4 of fiscal 2018, and guided for stronger-than-expected growth for Q1. We expect the ...
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Key Takeaways from Cronos Group’s Q3 Results

by Trefis Team
The Cronos Group (NASDAQ:CRON), a vertically integrated Canadian marijuana company, published its Q3 2018 results on Tuesday. While revenues rose by 186% year-over-year to $3.8 million, driven by higher production capacity and better volumes in b...
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